JM
Jill May
Head Of Client Relations at Private Portfolio Managers Ppm
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Work Experience
Aug 2018 - Present · 6 years and 4 months
Head Of Client Relations
Jul 2021 - Present · 3 years and 5 months
Senior Customer Relationship Manager
Aug 2018 - Present · 6 years and 4 months
Associate - Capital
Apr 2018 - Jul 2018 · 3 months
Company Details
Private Portfolio Managers Pty Limited (ACN 069 865 827) (AFSL 241058) (PPM) is an boutique investment manager focused on generating superior long-term, tax effective returns. Our investment management services are offered to successful individuals, family offices, Institutions and Not-For-Profit organisations (Charities, Schools, Associations) utilising an Individually Managed Account (IMA) and Separately Managed Account (SMA) structures. By working with each client and their advisers, PPM offers direct investment portfolios to suit client's tax, income and investment requirements. Visit our newly relaunched website at www.ppmfunds.com
Year Founded
1995
Social Media
Linkedin
Industry
Investment Management
HQ Location
Level 3, 2 Martin Place Sydney, NSW 2000, AU
Keywords
Investment ManagementIndividually Managed Accounts (IMA)Investment Management for CharitiesThematic InvestorFamily Office InvestmentTax Effective InvestmentAustralian Equities (ASX)Tailored Investment Managementand International Equities
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